Helping Clients Make An Impact
Your Partner in Charitable Giving
An essential part of our work making the Bay Area a better place for all, is connecting with the professional advisor community, and continuing our work as a trusted resource to help strengthen your clients’ giving.
We aim to simplify charitable giving by working with you to develop customized giving solutions to help your clients make the meaningful impact that they want to achieve.
We are deeply engaged throughout the Bay Area, as a grantmaker, a civic advisor, and as a community partner. Our program staff is made up of specialists in areas of particular interest to our donor partners, and is uniquely able to share their insight with you and your clients.
Our philanthropic services group can assist in the development of plans for meeting your clients’ financial and philanthropic goals, as well as strategies related to the donation of tax-deferred and complex assets.
We offer a broad spectrum of vehicles for philanthropic engagement and charitable giving. We manage the transfer process for complex assets such as real estate and appreciated securities. We can also act as a trustee under certain conditions. Learn more about ways to give with The San Francisco Foundation.
Join us for the 2018 Professional Advisors Luncheon, featuring Jon D. Feldhammer, Esq. discussing “Crypto-Philanthropy: Virtual Currency and the Future of Charitable Giving” on Friday, May 18, 2018. Additional details and how to RSVP can be found here.
Learn more about our work with professional advisors in the latest blog posts by and for our professional advisor community and the most recent newsletter for professional advisors.